Tag : digital wealth management portals

B2C Business Fintech News

Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service or Tool” Award

Fintech News Desk
Innovative client portals provide a unique set of tools for secure collaboration  Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards. As the leading industry publication,......
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